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312 | Breaking Analysis | As AI Powers Google, What’s Next for Google Cloud
April 18, 2026
On the latest episode of Breaking Analysis, theCUBE Research’s Dave Vellante breaks down Google’s AI-driven cloud strategy using fresh ETR data and market signals. He connects full-stack integration, TPU and GPU economics, and BigQuery innovation to a broader shift toward agentic, always-on execution ahead of Google Cloud Next.
Vellante shows how Google’s control of its stack sharpens cost efficiency and enables real-time AI at scale. He highlights strong cloud growth and rising AI spend while pointing to key watch areas, including model roadmaps, infrastruc...Read more